US Eco Data Lost Importance at Volatile Start of Trump 2.0
Markets The ECB updated its wage tracker, published a first time after last December’s policy […]
US Data to Lose Some Market Moving Potential Short Term
Markets he tariff story was a blitzkrieg at the start of this week, but it’s […]
Trump 2.0 Tariff Chaos/Unpredictability Continues
Markets The Trump 2.0 tariff chaos/unpredictability continues. High profile 25% levies announced this weekend on […]
Mexico and Canada Dodged US Tariff Bullet at the Very Last Moment
Markets Mexico and Canada dodged the US tariff bullet at the very last moment. At […]
Weekly Economic & Financial Commentary: In Little Hurry to Cut Further
Summary United States: Economic Momentum Holding, for Now The economy ended 2024 on a solid […]
Week ahead – Nonfarm Payrolls and BoE Decision in the Spotlight
Dollar continues to be driven by tariff headlines. Nonfarm Payrolls to reshape Fed expectations. BoE […]
Weekly Focus – Uneventful Cut, Uneventful Keep
Soft US and euro area data weighed slightly on rates, which largely did not move […]
After 25 bps Cut in March, Expect ECB to Start Skipping from Time to Time
Markets The ECB lowered the policy rate to 2.75% (-25 bps) yesterday. While president Lagarde […]
ECB Cuts Rate amidst Divergent Euro Area Growth
In focus today Today, we look out for January inflation data for Germany and France, […]
Cliff Notes: Dealing With Uncertainty
Key insights from the week that was. In Australia, the Q4 CPI printed modestly to […]
ECB’s Lane: Exiting restrictive policy requires wider considerations than neutral rate
ECB Chief Economist Philip Lane emphasized the need for a balanced approach in the easing […]